Look up PARTIAL names!

Look up PARTIAL names!

Train your staff to do look ups on partial names, not full names. If you're looking up an individual's name, you should only have to type in part of the last name to find the record. The same goes for company names (i.e., organization records). Partial is better than full, because full increases the odds of misspelling, and thus missing finding the record.

My last name has a funky spelling and people unfamiliar with it will often mess up the order of the last three letters. So "lil" becomes "ill." If you type my name as "Trochill" instead of "Trochlil" you'll get a "no records found."

But here's the thing: Most modern systems automatically add a wildcard to the end of any word you type in the search bar. So if you enter "troch" rather than "trochill" you'll get all records that START with "troch." And guess what will be on the list? MY name!

Searching on partial names will help you avoid creating duplicate records ("Oh, you're not in here, I'll have to add you") and will improve your customer service ("Can you spell that again for me?").

Wes's Wednesday Wisdom Archives

Tell them why you want the data

November 9, 2022

Tell them why you want the data Because data is so easy to collect these […]

Don’t get hung up on something minor

November 2, 2022

Don’t get hung up on something minor I’m a problem solver. I love to solve […]

Be flexible, especially for unusual requests

October 26, 2022

Be flexible, especially for unusual requests One of the great benefits of off-the-shelf association management software (AMS) […]

“Her eyes were bigger than her stomach.”

October 19, 2022

“Her eyes were bigger than her stomach.” When I was a child, my siblings used […]

Once you buy crap…

October 12, 2022

Once you buy crap… “When you buy something cheap and bad, the best you’re going […]

It could always be worse

October 5, 2022

It could always be worse Because most of us don’t have the benefit (like I […]

It’s all about managing expectations

September 28, 2022

It’s all about managing expectations I placed an order online on a Friday and the […]

Experience is the best teacher

September 21, 2022

Experience is the best teacher Experience is the best teacher. Every one of us has […]

Don’t ask for what you don’t need!

September 14, 2022

Don’t ask for what you don’t need! Recently I received a bill from a doctor’s […]

It is never done – so celebrate!

September 7, 2022

It is never done – so celebrate! A client of mine recently had their official […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top